See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $48,791 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 ATTN MMLISI COMMISSIONS · SPRINGFIELD, MA 01111 | Other Commissions | $18,407 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,990 | $47,977-12.5% | $154,107-72.8% | $56,287-25.4% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.3pp | 69.9%+29.5pp |
| Annual return | -1.44% | 3.54%-5.0pp | 735.12%-736.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $1,748 | $2,169-19.4% | $5,298-67.0% | $2,111-17.2% |
| Participant deferral / active EE | $2,967 | $2,392+24.0% | $5,081-41.6% | $3,350-11.4% |
| Admin fee / account holder | $292 | $438-33.3% | $13,411-97.8% | $521-43.9% |